Glassman Wealth Services Dimensional ETF Tr Transaction History
Glassman Wealth Services
- $585 Million
- Q3 2024
A detailed history of Glassman Wealth Services transactions in Dimensional ETF Tr stock. As of the latest transaction made, Glassman Wealth Services holds 8,810 shares of DFAU stock, worth $355,747. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,810
Previous 8,810
-0.0%
Holding current value
$355,747
Previous $330,000
5.76%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio